Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.032 | 0 | 73 |
1 month | -0.071 | 0 | 90 |
3 months | -0.032 | 0 | 73 |
1 year | 0.048 | 0 | 82 |
3 years | 0.082 | 0 | 61 |
5 years | 0.105 | 0 | 84 |
10 years | 0 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2024 | 0.181 | — |
2023 | 0.166 | — |
2022 | -0.084 | — |
2021 | 0.125 | — |
2020 | -0.035 | — |
2019 | 0.101 | — |
2018 | -0.191 | — |
2017 | 0.076 | — |
2016 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 0.090 | 0.008 | 0.017 | 0.056 |
2023 | 0.066 | 0.033 | 0.001 | 0.059 |
2022 | -0.036 | -0.113 | -0.038 | 0.115 |
2021 | 0.089 | 0.028 | -0.010 | 0.015 |
2020 | -0.196 | 0.073 | 0.010 | 0.108 |
2019 | 0.102 | -0.018 | -0.024 | 0.042 |
2018 | -0.024 | 0.023 | 0.013 | -0.199 |
2017 | 0.033 | -0.011 | 0.002 | 0.050 |
2016 | -0.022 | 0.083 | 0.122 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.048 |
3 years | 0.082 |
5 years | 0.105 |